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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,259 | $37,446-80.6% | $77,513-90.6% | $79,852-90.9% |
| Participation rate | 28.0% | 41.5%-13.5pp | 54.2%-26.2pp | 69.6%-41.6pp |
| Annual return | 8.13% | 39.76%-31.6pp | 54.81%-46.7pp | 31.72%-23.6pp |
| Employer contribution / active EE | $127 | $637-80.1% | $987-87.2% | $2,471-94.9% |
| Participant deferral / active EE | $314 | $1,261-75.1% | $1,861-83.1% | $3,740-91.6% |
| Admin fee / account holder | $1,578 | $2,506-37.0% | $2,859-44.8% | $5,306-70.3% |